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lululemon athletica

1,086 hedge funds and large institutions have $40.9B invested in lululemon athletica in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 436 increasing their positions, 341 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more funds holding in top 10

Funds holding in top 10: 1322 (+9)

28% more repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 341

13% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 85

2% more capital invested

Capital invested by funds: $40.2B → $40.9B (+$656M)

0% more funds holding

Funds holding: 1,0841,086 (+2)

0.18% less ownership

Funds ownership: 87.18%87% (-0.18%)

13% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $2.14B

Holders
1,086
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
17.23%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.35%
New
96
Increased
436
Reduced
341
Closed
85
Calls
$1.86B
Puts
$2.14B
Net Calls
-$286M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$275M +$101M +264,338 +59%
N
27
Nuveen
North Carolina
$270M +$4.13M +10,805 +2%
Goldman Sachs
28
Goldman Sachs
New York
$259M -$80.1M -209,581 -24%
Ameriprise
29
Ameriprise
Minnesota
$258M +$65.4M +171,227 +34%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$258M -$52.7M -137,902 -17%
T. Rowe Price Investment Management
31
T. Rowe Price Investment Management
Maryland
$255M +$49.4M +129,315 +24%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$254M -$459K -1,202 -0.2%
Bank of America
33
Bank of America
North Carolina
$254M +$30.2M +79,144 +14%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$251M -$7.27M -19,029 -3%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$247M +$29.1M +76,282 +14%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$232M -$105M -275,871 -31%
PI
37
Putnam Investments
Massachusetts
$226M -$10.4M -27,144 -4%
Marshall Wace
38
Marshall Wace
United Kingdom
$192M +$34.3M +89,732 +22%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$183M +$3.43M +8,989 +2%
Macquarie Group
40
Macquarie Group
Australia
$181M -$12.6M -33,052 -7%
Holocene Advisors
41
Holocene Advisors
New York
$181M +$12.8M +33,568 +8%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$171M +$1.12M +2,927 +0.7%
SEI Investments
43
SEI Investments
Pennsylvania
$166M +$10.9M +28,519 +7%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$162M -$53.1M -138,959 -25%
Charles Schwab
45
Charles Schwab
California
$156M +$2.97M +7,770 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$155M +$8.45M +22,120 +6%
Deutsche Bank
47
Deutsche Bank
Germany
$155M -$54.9M -143,754 -26%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$154M -$1.05M -2,761 -0.7%
Alyeska Investment Group
49
Alyeska Investment Group
Illinois
$153M +$34.5M +90,304 +29%
Man Group
50
Man Group
United Kingdom
$152M -$201M -525,066 Closed

LULU Hedge Fund Activity: Q3 2023 in Review

1,086 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2023, worth a combined $40.9B — up 1.6% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new LULU positions and 85 closed out — a net gain of 11 holders — while 436 added to existing stakes and 341 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $408M. The largest seller was Renaissance Technologies, cutting an estimated $243M.

  • 1,086 institutional investors held lululemon athletica (LULU) as of Q3 2023, up from 1,084 in Q2 2023.
  • Funds reported $40.9B of lululemon athletica stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 96 funds opened new lululemon athletica positions in Q3 2023 and 85 closed out, a net change of +11 holders.
  • The largest lululemon athletica buyer in Q3 2023 was AllianceBernstein, an estimated $408M added.
  • The largest lululemon athletica seller in Q3 2023 was Renaissance Technologies, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2023.